Appointments 2 — DAVID HVIZDOS LAW OFFICE

Last Will & Testament Questionnaire

Please fill out the questionnaire below and submit or click the button to download a pdf version.

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Name

First Name

Last Name

Address

Address 1

Address 2

City

State/Province

Zip/Postal Code

Country

Phone

(###)

###

####

Spouse's First Name

First Name

Last Name

Do you have children? If so, please list name & DOB

Whom do you select as Executor (and alternate) of your Estate? (This person must carry out the directions in your will, dispose of the property, collect debts, adjust claims and distribute the assets of your estate)

Please list executor's and alternate's name and relation

Does the value of your estate exceed $1,000,000.00?

Do you plan to leave your entire estate to your spouse?

Assuming you and your spouse are both deceased, whom do you select to serve as Guardian (and alternate) for your minor children? (This person will assume the daily duties of raising your children)

Please list guardian's and alternate's name and relation

Whom do you select as Trustee (and alternate) for your minor children? (Your Trustee will manage the money left in trust to your children for their support, maintenance, and education)

Please list trustee's and alternate's name and relation

Assuming trust funds are established for any minor children, at what age (or ages) do you wish trust funds to be disbursed?

In the event your spouse and your children do not survive you, how do you want your property distributed?

Do you want a Power of Attorney

This allows you to select someone to make financial decisions for you in the event you are unavailable or fall ill

If so, whom do you select as your agent?

Please list agent's and alternate's name and relation

Do you want a Healthcare Power of Attorney?

This allows you to select someone to make decisions governing your health in the event you are incapacitated

If so, whom do you select as your agent?

Please list agent's and alternate's name and relation

Last Will & Testament Questionnaire

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